Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 8,464 $541K 0.05% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,262 $528K 0.01% +89 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 8,195 $523K 0.08% +464 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 8,000 $515K 0.16% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,036 $513K <0.01% -280 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,895 $504K 0.01% +1,413 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,848 $501K <0.01% -284 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 7,960 $498K 0.11% -125 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 7,685 $491K new Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,668 $490K 0.06% +1,324 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 7,550 $482K 0.01% +79 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,443 $475K 0.14% +518 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,510 $474K 0.01% +1,872 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 7,420 $474K 0.24% +1,600 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 7,360 $470K 0.22% +263 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 7,237 $462K 0.38% +617 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 7,220 $461K 0.12% +36 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 7,200 $460K <0.01% new 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 7,063 $451K 0.05% +856 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,855 $438K 0.02% +241 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 6,849 $437K 0.02% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 6,845 $437K 0.02% -1,940 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 6,790 $434K 0.11% +7 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 6,785 $433K 0.4% 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 6,760 $432K 0.02% +1,037 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 6,737 $430K 0.01% +861 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 6,625 $426K <0.01% +122 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 6,620 $423K 0.04% +803 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 6,500 $415K 0.06% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,383 $408K 0.02% +803 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 6,654 $404K 0.02% -412 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 6,318 $403K 0.13% -181 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,315 $403K 0.05% +891 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,205 $396K <0.01% +1,691 13F-HR/A Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 6,202 $396K 0.27% +289 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 6,184 $395K 0.13% +3,034 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,152 $393K 0.03% -219 13F-HR/A Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,082 $388K 0.02% -9,671 13F-HR Timeline Group Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 5,900 $377K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,780 $369K 0.01% +2,313 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,762 $368K 0.01% +123 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 5,752 $367K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,735 $366K 0.01% 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 5,619 $359K 0.14% +417 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,555 $355K 0.01% +1,258 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 5,720 $351K 0.01% new 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 5,440 $347K 0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,345 $341K 0.01% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,337 $341K 0.01% +428 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,307 $339K <0.01% +500 13F-HR Timeline Group Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 5,211 $333K 0.02% -141 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,209 $333K 0.11% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 5,097 $325K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,013 $320K 0.01% +4,805 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,010 $320K 0.04% -370 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,996 $319K 0.01% -171 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 15,143 $314K <0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 4,900 $313K 0.16% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 4,866 $311K 0.02% 0 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,711 $301K 0.01% +56 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,691 $300K 0.03% +265 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,688 $299K 0.01% +1,280 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 4,645 $297K 0.06% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 4,970 $291K 0.02% +358 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,503 $288K 0.01% -215 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 4,484 $286K <0.01% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,452 $284K <0.01% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 4,345 $277K 0.05% +427 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,314 $275K 0.05% +489 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,263 $272K 0.02% +114 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,238 $270K 0.02% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,177 $267K 0.01% -1,089 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,162 $266K <0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,129 $264K 0.02% new 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 4,197 $262K -307,436 Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,097 $262K 0.15% +469 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 4,093 $261K <0.01% +2,105 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,071 $260K 0.05% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,045 $258K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,041 $258K <0.01% +947 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,035 $258K 0.01% +17 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,022 $257K 0.04% new 13F-HR/A Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,018 $257K 0.04% new 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,810 $243K 0.04% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,741 $239K 0.01% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,739 $239K 0.01% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,720 $238K <0.01% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 3,794 $237K 0.1% -484 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 3,659 $234K 0.21% 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,649 $233K <0.01% new 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 3,622 $231K 0.22% 13F-HR/A Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,620 $231K <0.01% +351 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,577 $228K 0.01% +20 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,509 $224K 0.04% +123 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,503 $224K <0.01% -814 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 3,495 $223K 0.01% new 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 3,478 $222K <0.01% -397 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,449 $220K 0.07% -351 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 3,444 $220K 0.09% 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,419 $219K <0.01% -6,128 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 3,389 $216K <0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,381 $216K <0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,364 $215K 0.01% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,354 $214K 0.04% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,351 $214K <0.01% -76 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,328 $213K 0.01% +407 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,250 $208K 0.02% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,230 $206K <0.01% -353 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,221 $206K 0.01% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 3,183 $203K <0.01% -45,074 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 3,130 $200K <0.01% -716 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,098 $198K 0.01% -11 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,000 $192K 0.01% -4,338 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 2,878 $184K 0.06% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,860 $183K <0.01% +1,341 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,459 $157K 0.01% -417 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,434 $155K <0.01% +331 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 2,394 $153K 0.15% 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,291 $146K <0.01% -32,028 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,238 $143K 0.01% +1,023 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,214 $141K 0.01% +746 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,121 $135K 0.01% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,119 $135K <0.01% -22,628 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,080 $133K 0.02% -62 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,878 $120K 0.04% +1,702 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,656 $106K 0.01% -1,944 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,661 $106K <0.01% -272 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 1,550 $99K 0.04% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,546 $93.8K <0.01% +4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,466 $93.6K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,327 $84.7K 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,213 $77.5K 0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,168 $74.6K 0.03% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,120 $71.5K 0.02% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,077 $68.8K 0.07% 13F-HR/A Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,067 $68.1K 0.05% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,018 $65K <0.01% +351 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 946 $60.4K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 870 $55.6K 0.01% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 29,271 $42.9K 0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 655 $41.8K 0.03% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 617 $39.4K <0.01% +240 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 615 $39K <0.01% -62 13F-HR/A Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 600 $38.3K 0.03% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 594 $37.9K <0.01% +334 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 585 $37.4K 0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 542 $34.6K <0.01% +80 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 510 $32.6K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 488 $31.2K <0.01% -40 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 498 $31K 0.03% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 475 $30.3K 0.02% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 459 $29.3K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 459 $29.3K 0.02% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 458 $29.3K <0.01% +136 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 431 $27.5K 0.02% +100 13F-HR/A Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 422 $27K 0.01% -1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 404 $25.8K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 340 $21.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 334 $21.3K <0.01% +121 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 331 $21.1K <0.01% +320 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 330 $21.1K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 329 $21K <0.01% +235 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 325 $20.8K <0.01% +154 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 307 $19.6K <0.01% -14 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 300 $19.2K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 294 $18.8K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 273 $17.5K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 270 $17.2K 0.01% -733 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 266 $17K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 248 $16K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 236 $15.1K <0.01% -1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 233 $14.9K <0.01% -1,064 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 231 $14.8K <0.01% +26 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 230 $14.7K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 230 $14.7K 0.01% -36 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 226 $14.4K <0.01% +21 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 190 $12.1K <0.01% +24 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 175 $11.2K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 171 $10.9K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 171 $10.9K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 163 $10.4K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 158 $10.1K <0.01% 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 152 $9.71K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 149 $9.52K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 144 $9.18K <0.01% +61 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 136 $9K <0.01% -25 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 134 $8.56K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 128 $8.17K 0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 113 $7.22K <0.01% +17 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 102 $6.51K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 101 $6.45K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 96 $6.13K <0.01% +32 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 96 $6.13K 0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 92 $5.88K <0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 90 $5.77K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 87 $5.56K <0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 85 $5.32K <0.01% new 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 76 $4.85K <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 69 $4.41K <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 68 $4.34K <0.01% 0 13F-HR Timeline